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User Guide

Setup Instructions​

Step 1: Create a Copilot Studio Agent​

Via Django Admin:​

  1. Navigate to the Django Admin interface
  2. Go to Assistants → Copilot Studio Agents
  3. Click Add Copilot Studio Agent
  4. Fill in the required fields:
    • Name: Descriptive name for the agent
    • Code: Unique identifier (max 45 characters, cannot be changed later)
    • Token URL: OAuth2 token endpoint for authentication
    • Description: Comprehensive description of the agent's capabilities
  5. Click Save
  6. Navigate to Assistants → Assistants
  7. Select or create an assistant
  8. In the Copilot Studio Agents inline section at the bottom:
    • Click Add another Copilot Studio Agent
    • Select the agent from the dropdown
  9. Click Save
info

To get the token URL navigate to your Copilot Studio agent → Channels → Direct Line Speech → Token Endpoint

Usage in Assistants​

Example Assistant Configuration​

{
  "code": "support-assistant",
  "name": "Customer Support Assistant",
  "instructions": "You are a helpful customer support assistant. Use the customer-support agent when customers ask about orders, returns, or account issues.",
  "llm": "gpt-4",
  "copilot_agents": ["customer-support"]
}

Example Conversation Flow​

User: "What's the status of my order #12345?"

Assistant (internally):

  1. Determines it needs to check order status
  2. Calls tool: copilot_agent__customer-support with input: "What's the status of order #12345?"
  3. Receives response from Copilot Studio agent
  4. Formulates final response to user

Assistant (to user): "Your order #12345 is currently in transit and expected to arrive on November 15th."